The “Defensive (CHF)” portfolio is a diversified CHF-denominated strategy designed for income oriented Swiss investors with an investment horizon between 3 and 5 years. Investors may expect limited price fluctuations.
The “Moderate (CHF)” portfolio is a diversified CHF-denominated portfolio designed for income and capital gain oriented Swiss investors with an investment horizon between 5 and 10 years. Investors may expect average price fluctuations.
The “Aggressive (CHF)” portfolio is a diversified CHF-denominated strategy designed for capital gain oriented Swiss investors with a long investment horizon (over 10 years). Investors may expect above average price fluctuations.
We rebalance your portfolio over our platform at regular intervals to ensure it remains aligned with the selected strategy, diversified and well calibrated, liberating you to invest your money - not your time.
Leverage the expertise from two premium financial institutions: Saxo Bank and BlackRock – the world’s largest investment manager – so your portfolio remains constantly monitored to keep pace with changing market conditions.
iShares® ETFs are liquid, transparent and cost-efficient financial instruments. You will be able to monitor your investments daily.
Saxo Bank only charges a service-fee (0.85% p.a.) and a currency conversion fee (0.5% of the transaction amount) for those trades in currencies other than CHF.
Other fees and charges (e.g. stock exchange fees, VAT, stamp taxes) are charged as they occur.
There are also costs that are charged directly to the collective investment schemes, i.e. the ETFs, used for the implementation of the Strategy. Information on the total cost for the management and operation of the ETF, i.e. information on the Total Expense Ratio (TER), can be found by clicking on ‘Learn more’ under the portfolio descriptions above.
As the world’s largest asset manager, with $4.6 trillion in assets under management, BlackRock is entrusted to invest on behalf of large institutions and individual investors alike.
- Kim Fournais, Saxo Bank’s CEO.
Designed to track the performance of a specific index, like the SMI 30, an ETF provides access to a diversified portfolio of different asset classes (e.g. bonds, stocks, commodities etc.) at a low cost.
Watch the video to learn more about ETFs.
The information contained in the following pages are only available to investors domiciled in Switzerland. By clicking on the button "I agree" you certify that you are an investor domiciled in Switzerland and that you have read, understood and accepted the legal terms and conditions following below.
Exchange Traded Funds (“ETFs”) by BlackRock
Distribution of the ETFs
The following information is limited to foreign collective investment schemes managed by entities of the BlackRock Group (“Fund/s") which have been approved by the Swiss Financial Market Supervisory Authority (FINMA) for distribution in or from Switzerland to non-qualified investors in accordance with Article 119 et seq of the Federal Act on Collective Investment Schemes of 23 June 2006 ("CISA") (“foreign authorized funds”) and the Swiss iShares Funds.
The Representative of the foreign authorized funds in Switzerland within the meaning of Article 120 and 123 et seq CISA is BlackRock Asset Management Switzerland Limited, Bahnhofstrasse 39, CH -8001 Zurich. The Paying Agent of the foreign authorized funds in Switzerland within the meaning of Article 121 CISA is State Street Bank International GmbH, Munich, Zurich Branch, Beethovenstrasse 19, CH-8002 Zurich. The prospectus, the key investor information document (KIID), the Articles or the terms / the fund contract and, if applicable, the annual as well as the semi-annual reports of the foreign authorized funds are available free of charge from the representative in Switzerland.
The Management Company of the Swiss iShares Funds is BlackRock Asset Management Switzerland Limited, Bahnhofstrasse 39, CH-8001 Zurich. The prospectus including the integrated fund contract, the key investor information document (KIID), and, if applicable, the annual as well as the semi-annual reports of the Swiss iShares Funds are available free of charge from the Management Company in Switzerland. Place of fulfillment and jurisdiction for Units distributed in Switzerland of foreign authorized funds is the registered office of the representative in Switzerland.
None of the information contained on the web site constitutes advice to enter into any transaction in relation to the Funds or in relation to any investment strategy making use of the Funds. Similarly none of the information contained on the web site constitutes tax, legal or any other advice or an offer or invitation to enter into any type of financial transaction.
Applications to invest in any fund referred to on this site must only be made on the basis of the offer document relating to the specific investment (e.g. Prospectus, Simplified Prospectus or Key Investor Information Document, when implemented or other applicable terms and conditions).
Money laundering regulations, may require additional documentation for identification purposes when you make your investment. Details are contained in the relevant Prospectus, Simplified Prospectus or Key Investor Information Document, when implemented or other constitutional document.
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Specifically, the funds described are not available for distribution to or investment by US investors. The shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.
Further important Information
The information is produced for information purpose only and is not legally binding. Saxo Bank (Switzerland) Ltd makes no representation or warranty, and assumes no liability, for the accuracy or completeness of the information provided.
In providing the information Saxo Bank (Switzerland) Ltd has not taken into account any particular recipient’s investment objectives, special investment goals, financial situation, and specific needs and demands and nothing contained on the web site is intended as a recommendation or advice for any recipient to invest or divest in a particular manner and Saxo Bank (Switzerland) Ltd assumes no liability for any recipient sustaining a loss out of the use or reliance on the information provided.
BlackRock is similarly not liable for the losses described above. BlackRock’s research and data which is utilised by Saxo Bank in building its Investment Portfolios is based upon certain internal assumptions and BlackRock has not considered the suitability of the content of its research and data against individual needs and risk tolerances for all investors. As such, BlackRock’s research and data is for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. BlackRock’s research and data has not been prepared in accordance with the legal requirement designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of the research and data provided to Saxo Bank and, as such, is considered to be a marketing communication SaxoBank.
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